Steve Martin

Job Title:
CFP Chartered MCSI, IMC
Chief Executive Officer
Chartered Wealth Manager
Certified Financial Planner

0161 706 1072

Beehive Lofts
Unit 4.1
Waulk Mill
51 Bengal Street
Manchester, M4 6LN
Meet Steve

Steve Martin established Smart Financial in October 2008 and serves as its Chief Exec. He has around 20 years’ experience in the profession, having been a Partner and Managing Director at previous firms and is a Chartered and Certified Financial Planner (CFP), a holder of the Investment Management Certificate and is the lead trainer of CFP licence through the Financial Planning Training Academy.

Steve was an active member of the Manchester branch of the IFP before its amalgamation with the CISI, holding the position of Chair from 2009 until 2014. He also used to sit on the Financial and Legal Sector Panel. He speaks regularly at Financial Planning meetings around the country and is also a regular contributor to a wide range of feature articles on financial and money management related subjects across trade, local and national press.

Steve also leads Financial Planning Training Academy, a specialist training business set up to train financial advisers to become accomplished Financial Planners and the Change The Future TM Programme which is the leading, 'Coach the coaches" programme for Financial Planners.

Steve is married to Michelle and they have two boys, he is a keen runner and crossfitter, an Ironman triathlete and is a committed fund raiser for the Cystic Fibrosis trust and other related charities. He has recently competed in the CF Warrior Games where his team raised over £14,000 for the CF Warrior charity.

Steve’s perpetual target is to run a sub-3 hour marathon which he had hoped to achieve in Manchester in April 2020 however COVID and circumstances continue to conspire against him! He is currently considering whether to launch another attempt in Manchester in April 2022.

As the needs of the business' clients changed, Steve established Smart Trustee Services Limited (Smart SSAS) in 2011. In 2012 Smart Business Financial Planning was established and today is our Change the Future™ program.

In 2021 Smart Financial International was established to support clients who have emigrated from UK and moved to Europe and beyond.